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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
601
Williams Jones & Associates
New York
$228K -$23.5K -584 -9%
FNBOO
602
First National Bank of Omaha
Nebraska
$226K – – –
JGIA
603
Jackson Grant Investment Advisers
Connecticut
$225K – – –
RG
604
Rikoon Group
New Mexico
$222K -$32.8K -816 -13%
AT
605
Arden Trust
Delaware
$220K -$48.2K -1,200 -18%
TIM
606
Tortoise Investment Management
New York
$219K +$6.43K +160 +3%
PAM
607
Palisade Asset Management
Minnesota
$218K -$241K -6,000 -53%
BFPW
608
BOK Financial Private Wealth
Colorado
$217K – – –
AL
609
Aspiriant LLC
California
$215K – – –
LRIA
610
Leonard Rickey Investment Advisors
Washington
$215K – – –
RBC
611
Roble Belko & Company
Pennsylvania
$215K – – –
JWM
612
JGP Wealth Management
Oregon
$214K +$211K +5,260 New
ALIONA
613
Allianz Life Insurance of North America
Minnesota
$213K +$210K +5,236 New
CCB
614
Cutter & Co Brokerage
Missouri
$213K +$211K +5,244 New
BFA
615
Beaumont Financial Advisors
Massachusetts
$212K +$209K +5,204 New
CBB
616
Citizens Business Bank
California
$211K – – –
CWM
617
Confluence Wealth Management
Oregon
$210K – – –
UWPG
618
Ullmann Wealth Partners Group
Florida
$209K -$7.55K -188 -4%
BIA
619
BHK Investment Advisors
Alabama
$209K +$207K +5,144 New
LFS
620
Legacy Financial Strategies
Kansas
$209K +$207K +5,148 New
OFG
621
OmniStar Financial Group
North Carolina
$209K +$207K +5,152 New
TWM
622
Titus Wealth Management
California
$205K +$202K +5,040 New
LWA
623
Lowe Wealth Advisors
Maryland
$204K – – –
RMAM
624
Raab & Moskowitz Asset Management
New Jersey
$203K +$201K +4,996 New
WA1
625
Wimmer Associates 1
California
$203K +$201K +5,000 New
23 24
25
26 27